1. © 2012 Bentley Systems, Incorporated 1 | WWW.BENTLEY.COM © 2012 Bentley Systems, Incorporated Automating LaDOTD Design Publishing ( Updated 2/27/2013 - HW ) Hollis Ward: DOTD Design Automation Manager: hollis.ward@la.gov Tom Atkinson: Bentley Information Management Sales Executive

2. © 2012 Bentley Systems, Incorporated 2 | WWW.BENTLEY.COM  Automate PDF Plans Publishing  Automate Digital Signature Workflow  Empower Design Consultants to Publish/Sign Plans  Automate PDF Transfer to Bidder Plans Room Automated PDF Publishing Project Goals

3. © 2012 Bentley Systems, Incorporated 3 | WWW.BENTLEY.COM PDF Creation Service: –Provide the functionality within ProjectWise for users to select MicroStation Design Files and click a command that will generate PDF copies of the drawings. –Use the name and attributes of each document to establish the name and attributes of each PDF and to create the folder in which to place the PDF documents. –Determine the ProjectWise InterPlot Settings to use. –Provide connectivity for client systems, outside the LADOTD network, to submit PDF plan requests the same way as LADOTD staff. Project Tasks

4. © 2012 Bentley Systems, Incorporated 4 | WWW.BENTLEY.COM Export/Import Signed Documents: –Provide the functionality to control and manage the Export and Import process of PDF documents in and out of ProjectWise for digital signature using standard digital signature software adopted by LADOTD. Export to Plans Room: –Provide the functionality to export PDF documents and companion XML files containing the ProjectWise attributes to a predetermined Windows folder. This “watched folder” is monitored by the bidder “Plans Room” system, which will import the files and populate the attribute values for each document. Project Goals

5. © 2012 Bentley Systems, Incorporated 5 | WWW.BENTLEY.COM Publishing with “Publish to PDF” Select DGNs to Publish Select “Publish to PDF” Select Plan Status Click “Submit” Input CAD DGNsOutput PDFs

6. © 2012 Bentley Systems, Incorporated 6 | WWW.BENTLEY.COM Ad-Hoc Drawing Submittals Publish To PDF” can create ad-hoc submittals (“Miscellaneous” Submittals) Used for important updates between benchmarks

7. © 2012 Bentley Systems, Incorporated 7 | WWW.BENTLEY.COM Submittal category root folders start empty (e.g., ‘_Final Plans’) ‘ Publish to PDF’ creates each plan submittal subfolder when needed (e.g., ’95% Final Plans’). Published Submittals Template

8. © 2012 Bentley Systems, Incorporated 8 | WWW.BENTLEY.COM Example Project with Completed Submittals Submittal folders (e.g., ’95% Final Plans’) are created when PDFs are published Plus signs on folders indicate that one or more PDF files exist. Press Function key F5 to see latest status Submittals at Project Completion

9. © 2012 Bentley Systems, Incorporated 9 | WWW.BENTLEY.COM PDF Creation Service Email  Information about PDF Creation Success/Failure

10. © 2012 Bentley Systems, Incorporated 10 | WWW.BENTLEY.COM Project Wise Attributes Page “Publish To PDF” passes attribute values from DGN to PDF (Used for Document Searches in ProjectWise and Plans Room)

11. © 2012 Bentley Systems, Incorporated 11 | WWW.BENTLEY.COM Plot Information Transfer DMZ Firewall External User DOTD User ProjectWise Gateway Server FTP Server DOTD Network ProjectWise Integration Server ProjectWise Plot Server Custom Publishing Solution Turned off by default. It may be helpful to turn it on for this this type of slide

12. © 2012 Bentley Systems, Incorporated 12 | WWW.BENTLEY.COM Digital Signature Workflow and Audit ProjectWise Integration ServerDOTD User 1.PDFs are Exported from ProjectWise to Windows Logs Date, Time, User, Folder, “Exported for Digital Signature”, etc. 2.Silanis Digital Signature Process is Executed 3.PDFs are Imported Back to ProjectWise Verifies documents are signed (otherwise, will not import), and then imports Deletes signed PDF files in Windows folder Logs Date, Time, User, “Imported Digitally Signed Document”, etc. Updates “Signature Status” attribute value to “Signed” Updates PDF document status to “Final Status” (Locked)

13. © 2012 Bentley Systems, Incorporated 13 | WWW.BENTLEY.COM 1.Highlight PDF drawings to sign in ProjectWise 2.Right-Click and select “Export for Signature” Exports drawings to C:\PW_SignatureDir 3.Sign drawings using Silanis ApproveIt 4.Right-click and select “Import Signed Document” Checks to make sure drawings are signed. Imports drawings and sets “Final Status” Sets “Signature Status” attribute to “Signed” Records audit trail of signing ceremony  Export PDF/ Import Signed Document Bentley Custom PDF Signature Workflow from the Driver’s Seat

14. © 2012 Bentley Systems, Incorporated 14 | WWW.BENTLEY.COM Export to Plans Room ProjectWise Integration Server DOTD User DOTD User selects “Export to Plans Room” Command Document Attributes are written to an XML file The PDF and XML files are copied from ProjectWise to a predetermined Folder The Electronic Plans Room runs a service that watches this folder The PDF and XML are imported as a new, “indexed” document Electronic Plans Room Server

15. © 2012 Bentley Systems, Incorporated 15 | WWW.BENTLEY.COM “Publish To PDF” Makes Publishing Easy Creates PDFs without user plotting setup Creates output folder for PDFs (e.g., Final Plans) Copies attribute values from DGN to PDF Sends email documenting PDF creation status Manages PDF Digital Signing Ceremony Exports PDF and XML index to Falcon “Plans Room”  Publishes Deliverables for DOTD and Consultant partners Bentley ProjectWise Custom PDF Publishing Extension

16. © 2012 Bentley Systems, Incorporated 16 | WWW.BENTLEY.COM Publishing Plan On Hold Before Automated PDF Publishing o Consultants must create PDF plans on their site using InterPlot o Consultants must index plans using ControlCAD ‘Indexer’ on their site o Plan delivery required Consultants to package all DGNs, PDFs & XML Index Files o DOTD must process Consultant packages o CAD design plan QA/QC practical for ‘Final Plans’ only  This system was considered a great improvement at the time, but staffing to process the submittals was not provided.  DOTD focus on meeting ‘Plan Delivery Dates’ was more important than enforcing workflow and data standards. Conforming to standards was essentially on the honor system.  Compliance depended on Project Manager, Task Manager and Consultant priorities. PDF publishing was therefore ad-hoc and not for formal submittals. Consultant Plan Delivery Before New Process

17. © 2012 Bentley Systems, Incorporated 17 | WWW.BENTLEY.COM PDF plans published using automated Bentley PDF Creation Service PDF plan production using this “EZ Publish” system is far faster and more efficient than paper for all submittal milestones. PDF Creation Service requires CAD DGNs to reside in ProjectWise Consultants must upload CAD designs and participate in DOTD ProjectWise plan delivery process. CAD DGNs in ProjectWise enable ControlCAD Reports in ProjectWise ControlCAD Reports provide feedback at each submittal milestone Ultimate Result: Both publishing and QA/QC is very efficient Project Impact on DOTD Plan Delivery

18. Typical Transmittal Email Transmitted herewith is a link to the Final Plans for the referenced project in ProjectWise. These Plans are submitted for the your review and approval via Title Sheet signature. S.P. No. H.009101 Interchange Lighting I-55 @ LA 16 (Amite) Route I-55 Tangipahoa Parish Link to Final plans: Final Plans  Transmittal verbiage varies depending on plan delivery milestone and related directives.

19. LaDOTDAutomated Plan Delivery Another Way to Look at it

20. ProjectWise Plan Development System PDF - Adobe file format used for published documents XML - File format used to store attribute values (indexing) ProjectWise - Bentley Plan Development System Falcon - tsaADVET Electronic Plans Distribution System Watched Folder - Monitored by Falcon for incoming plans PDF Drawing XML Index “Watched Folder” Falcon Electronic Plans Distribution Center CAD Plans Folder PDF Submittal Folder PDF Submittal Folder (“Final Plans”) PDF DrawingPW Index Draft, Conform & Certify with CADconform. Index in ProjectWise. Sign Final Plan Drawings with ApproveIt DOTD Internal Plan Delivery Workflow CAD Plans Folder Animated

21. Falcon Electronic Plans Distribution Center PDF Drawing XML Index Watched Folder PDF Drawing XML Index “Watched Folder” DGN Drawing PDF Drawing XML Index ControlCAD Submittal Archive Consultant Plans Repository Create PDF Drawing with Interplot Sign Final Plans with ApproveIt Draft, Conform & Certify Final CAD DGN with CADconform PDF - Adobe file format used for published documents XML - File format used to store attribute values (indexing) ProjectWise - Bentley Plan Development System Falcon - tsaADVET Electronic Plans Distribution System Watched Folder - Monitored by Falcon for incoming plans Index PDF & DGN (ControlCAD Indexer) Consultant Plan Delivery to DOTD System (Abandoned Design) ProjectWise Plan Development System CAD Plans Folder PDF Submittal Folder Too much happening outside of ProjectWise. Compliance remained a mystery until Finals Animated

22. Draft, Conform & Certify DGN with CADconform Consultant Plan Delivery Workflow (Adopted Design) Consultants employ DOTD internal workflow to index, publish and sign. Altiva ControlCAD Reports replace ControlCAD Submittal tool Export / Import All DGNs (Managed) Consultant Plans Repository External plan delivery tools, ControlCAD Indexer and ControlCAD Submittal, are no longer used ProjectWise Plan Development System CAD Plans Folder PDF Submittal Folder Falcon Electronic Plans Distribution Center PDF Drawing XML Index Watched Folder PDF Drawing XML Index “Watched Folder” PDF - Adobe file format used for published documents XML - File format used to store attribute values (indexing) ProjectWise - Bentley Plan Development System Falcon - tsaADVET Electronic Plans Distribution System Watched Folder - Monitored by Falcon for incoming plans Animated

23. Drawing Management for PDF Publishing 1.Create DGN plans in, or drop plans into, the Plans Folder (Consultants always drop * ) 2.Scan or Attach Ref. Files 3.Move Reference Files into \Reference Drawings 4.Publish Plan submittals to PDF format 5.Repeat Process as needed at Plan Delivery Milestones * Drop plans into folder first submittal. Then “drop” or managed Export/Import. DOTD Software Support: IT “Service Request” Consultant Support hollis.ward@la.gov or Task Manager

24. Digital Signature Technology ( Finding the Right Solution)

25. State Law State Office of Information Technology Technology Selection LAPELS Review > Approval User Resistance > Buy-in Integration with ProjectWise  Digital Signature Implementation Hurdles DOTD Digital Signature Solution

26. Louisiana Professional Engineering and Land Surveying Board (LAPELS) - Digital Signature Rules -  Chapter 1, 105 Definitions; page 3: Signature – handwritten or digital as follows: b. a digital signature which is an electronic authentication process attached to or logically associated with an electronic document. The digital signature must be: i.unique to the person using it ii.capable of verification iii.under the sole control of the person using it iv.linked to a document in such a manner that the digital signature is invalidated if any data in the document is changed.

27. CAD Seal and Digital Signature Dawn Smith’s Seal and Digital Signature Electronic Rendition of Digital Signature CAD Seal

28. ApproveIt Certificate Information Individual X.509 v3 identification certificate information from the embedded audit trail of the signed PDF (Industry Standard) Details of Dawn’s Certificate Each identification certificate generated by the ePersona creation process is unique. Choice of Certificate Authorities: VeriSign ($); ApproveIt CA (no cost!) Internal trusted person’s ePersona (no cost!)…

29. Name of user profile signed on to system Signature Authentication Info

30. Date / Time Signature Date/Time

31. DOTD Digital Publishing Technology Forward Looking !